Wealth Relationship Manager SAFE Act
Core
Build and deepen relationships with new and existing clients to bring in bank and brokerage assets through financial planning and investment advice.
Role type
Senior IC Wealth Relationship Manager (via careerplan.io/jobs/859033053631-wealth-relationship-manager-safe-act-at-citi)
Builds
Client portfolios and new bank/brokerage assets
Domain
Financial Services / Wealth Management
Required skills
Client profiling, financial planning, securities recommendations, regulatory compliance (KYC/AML), risk assessment, relationship management
Preferred skills
Financial planning software, investment strategies, Microsoft Office
Technologies
Financial planning software, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Acquire new clients through referrals and leads, deepen relationships with existing clients, make securities recommendations, ensure KYC/AML compliance, partner with branch team for client experience, assess risk in business decisions
Seniority
Senior, hands-on IC